- UBS economist Paul Donovan warns of history repeating with recent US banking turmoil caused by small community banks and depositors' panic.
- Silicon Valley Bank's recent collapse shows the need for regulators to scrutinize the riskiness of a bank's depositor base.
- Composition of bond buying base is important for stability as foreign buyers withdraw from US Treasuries.
- Short-term interest rates remain low despite stocks erasing their dip, economic data in first week of month may reveal potential slowdown.
- Betsy Cohen and Matt King discuss tech investments and liquidity drain on Odd Lots podcast.
Odd Lots: The Buying Base Matters for Banks and Bonds
Hello and welcome to the weekly Odd Lots newsletter, where Joe Weisenthal and Tracy Alloway bring you their thoughts on the most interesting developments in markets, finance and economy.
Tracy Alloway
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